We are very excited to announce that Four Wealth Management have now merged with another St. James’s Place practice – Cooper Associates Wealth Management.
We look forward to welcoming you to one of our offices in Bristol, Taunton, Cheltenham or Cirencester very soon.
Our phone number remains the same. Please do get in touch if you have any queries on:
0117 973 0500
You will shortly be redirected to the Cooper Associates Wealth Management website.
Four Wealth Management can help you to help others
We provide holistic advice to meet all of your financial objectives, including philanthropy.
Our advisers can help you understand how you can support the causes and communities you believe in. Financial advice can ensure your gifts have maximum impact. Our aim is to ensure that you can give easily, when you want and to whom you want.
As a donor, you have a lot of giving options. We will help you focus your charitable donations to maximise your impact and satisfaction, while also maximising your tax deductions. Our advisers will also calculate how much money you expect to need in the future, so you know how much you can afford to donate.
If you leave more than 10% of your net estate to charity in your will, your Inheritance Tax rate will be reduced.
St. James’s Place has a Philanthropy Service, which offers a tailored advisory service through the Charities Aid Foundation (CAF), to help your philanthropy to be more effective and rewarding. We will work with you to define your goals and measure the impact of your giving.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Frequently asked questions
If you gift to charity whilst you are still alive, you can benefit from a deduction in income tax. When you die, giving to charity could reduce or even eliminate any Inheritance Tax there is to pay.
Leaving money to charity can reduce, and in some situations, eliminate any Inheritance Tax liability.
Enquire now
If you have any queries or would like to arrange a face to face meeting with an adviser for a no obligation review of your personal finances, simply book a call back using the form below. Alternatively, you can call us on 0117 973 0500.
